Struggling to make sense of equity, taxes, and wealth building? This episode reveals how smart tools and bold thinking are helping women confidently break into the finance world—and thrive. Summary In this conversation, AJ Ayers shares her journey from a creative background to becoming a leading voice in financial planning and equity compensation. She discusses the importance of financial education, the challenges of navigating complex tax situations, and the evolution of her companies, Brooklyn...
May 20, 2025•50 min•Ep. 34
What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape. Visit the website: Deferred.com Summary In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee excha...
May 13, 2025•46 min•Ep. 33
If you think rising premiums guarantee better protection, think again. Mick Hunt and Andrew Ryan join Heidi Henderson to expose the hidden risks of commoditized insurance and reveal how top-tier service makes all the difference. Website: www.engineeredinsuranceservices.com Summary In this episode, Heidi Henderson hosts Mick Hunt and Andrew Ryan to discuss the launch of Engineered Insurance Services. They explore the need for a fresh perspective in the insurance industry, emphasizing a client-cen...
May 06, 2025•44 min•Ep. 31
Summary In this conversation, Heidi Henderson and Daniel Schulte discuss the intricacies of lead generation and client acquisition for CPAs. Daniel shares his journey from martial arts to marketing, emphasizing the importance of direct response marketing and the shift in strategies for B2B firms. They explore the significance of engagement over mere impressions, the challenges CPA firms face with capacity, and the necessity of qualifying leads to ensure effective client acquisition. The discussi...
Apr 08, 2025•46 min•Ep. 30
Summary In this conversation, Xavier Serrano, founder of Marqi Medical, discusses the importance of proactive health management, advanced diagnostics, and personalized care. He emphasizes the need for early detection of chronic diseases and the role of technology in optimizing health. The discussion also covers the challenges of navigating the healthcare system, the costs associated with preventative care, and the impact of lifestyle choices on overall health. Xavier shares his personal journey ...
Apr 01, 2025•42 min•Ep. 29
Summary Show Notes: Contact Dug McGuirk Website: www.ArchetypeBreakthrough.com www.LegendaryCustomerExperience.com Facebook: https://www.facebook.com/dug.maxx.mcguirk LinkedIn: https://www.linkedin.com/in/drdug/ Instagram: https://www.instagram.com/dugsix TikTok / Other: https://www.tiktok.com/@dugandheidi In this episode, Dug McGuirk shares his incredible journey from the music industry to becoming a peak performance strategist. He discusses the importance of persistence, building relationships...
Mar 27, 2025•1 hr 6 min•Ep. 28
Summary Try TaxPlanIQ: Learn More Here: Tax Plan IQ Health Wealthy Wise Listeners received a 10% discount with code: ETS10 In this conversation, Dr. Jackie Meyer shares her inspiring journey from CPA firm owner to leading Tax Plan IQ, a strategic tax planning platform. She discusses the importance of transitioning from compliance to advisory services, the challenges faced by CPAs, and how her innovative pricing model and software can help firms increase revenue while achieving work-life harmony....
Mar 13, 2025•38 min•Ep. 27
Summary Request an Engineered Opportunity Report: CLICK HERE Follow Alex White: (3) Alexander S. White | LinkedIn Book Recommendation: The Second Mountain: The Quest for a Moral Life, by David Brooks In this episode, Alex White shares his entrepreneurial journey from co-founding The Next Big Sound to leading Subcity and its acquisition by Engineered Tax Services. He discusses the lessons learned from building and selling companies, the importance of understanding economic incentives, and the sur...
Mar 05, 2025•48 min•Ep. 26
Summary Discount Code for HWW Podcast Listeners: TaxPlanIQ In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the s...
Feb 25, 2025•58 min•Ep. 25
Summary In this conversation, Heidi Henderson speaks with John Engel and Steve Ziemke from Gulf Coast Western about the opportunities and challenges in oil and gas investments. They discuss the tax advantages available to accredited investors, the strategies for mitigating risks associated with drilling, and the accessibility of these investments for a broader range of investors. The conversation also touches on the impact of political changes on the oil market and how Gulf Coast Western differe...
Feb 18, 2025•55 min•Ep. 24
Visit: Home - Wild Thing Tax to Contact Alex Summary In this engaging conversation, Alex Wilde, founder of Wild Thing Tax, shares her unique journey from aspiring OB-GYN to becoming a CPA and entrepreneur. She discusses her innovative approach to branding, the challenges of the tax industry, and the importance of empathy in client relationships. Alex emphasizes the need for authenticity in the accounting profession and how she empowers her clients to take control of their financial situations. T...
Jan 28, 2025•40 min•Ep. 23
Summary In this conversation, Heidi Henderson speaks with Benny Wright, the founder of Victory Claims Consulting, about the intricacies of insurance claims, particularly in the context of natural disasters. They discuss the role of public adjusters, the challenges faced by businesses in navigating claims, and the importance of understanding insurance policies. Benny shares insights on the geographical scope of their operations, the impact of natural disasters on claims, and the current trends in...
Jan 21, 2025•37 min•Ep. 22
CPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media. Connect with Heidi Henderson: LinkedIn : https://www.linkedin.com/in/heidihendersonets Connect with Katie Thomas...
Aug 15, 2023•41 min•Ep. 21
On this episode Chase Insogna discusses how he built a successful CPA firm through an entrepreneurial mindset, while also creating freedom and flexibility to enjoy travel and other passions outside of work. He shares perspectives on management, communication, technology, client selection, and more. Connect with Chase Insogna: LinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma https://insognacpa.com/ Connect with Heidi Henderson: LinkedIn : https://www.linkedin.com/in/heidihendersonets ...
Aug 01, 2023•54 min•Ep. 20
Heidi welcomes George Matar back to the show to help demystify the complex R&D tax credit - covering eligibility, calculation, documentation, misconceptions, and the crucial recent change: R&D cost amortization. They highlight the profound effects on small businesses, present tax liability examples, and encourage listeners to advocate for the repeal of the amortization requirement. Resources: https://engineeredtaxservices.com/services/research-development-tax-credit/ https://engineeredta...
Jul 18, 2023•45 min•Ep. 19
In this episode, Heidi talks to Amanda Garner, the head of outsource marketing at The Growth Partnership. They discuss the importance of nurturing and protecting key client relationships, referral development, and surveys. Amanda emphasizes the need to focus on being proactive and developing long-term relationships rather than just compliance work. Connect with Amanda Garner: LinkedIn: https://www.linkedin.com/in/amandagarner https://thegrowthpartnership.com/bios/amanda-garner/ Email : agarner@t...
Jul 06, 2023•50 min•Ep. 18
In this live recording at the AICPA Engage Conference in Las Vegas, Heidi interviews Daryl Petrick, a partner at Bowman and Company. Daryl shares his unique perspective on people and employees, emphasizing the importance of connections and relationships. The conversation also delves into the importance of building a legacy, cultivating staff, overcoming adversity, and focusing on both technical and interpersonal skills. Connect With Daryl Petrick https://cpabowman.com/team/daryl-r-petrick/ Linke...
Jun 20, 2023•49 min•Ep. 17
Heidi and guest George Matar discuss IRA 2022 and how it would affect existing energy-efficient building incentives. In this episode, discover changes and tax incentives within IRA 2022, assess uncertainties of its labor provisions, and examine the criteria for tax-incentives eligibility. Connect with George Matar: LinkedIn: https://www.linkedin.com/in/george-matar-ii-4891511b https://engineeredtaxservices.com/bios/george-matar-ii/ Connect with Heidi Henderson: Linkedin : https://www.linkedin.co...
May 09, 2023•49 min•Ep. 16
In this episode, Kim Lochridge, Executive Vice President of Engineered Tax Services, Inc., joins her sister Heidi to discuss her unique passion and nontraditional approach to achieving success. They explore Kim's motivations for pushing herself to achieve more and reflect on the valuable life lessons she has learned along the way. They also talk about real estate investing, and some tax strategies people can use to help them save money. Connect with Kim Lochridge: Linkedin: https://www.linkedin....
Apr 19, 2023•1 hr 23 min•Ep. 15
On this episode, Chris Picciurro shares his experiences as a CPA and entrepreneur, discussing his journey to creating a successful practice and launching Teaching Tax Flow, a community focused on tax planning and strategy. He emphasizes the importance of time blocking and finding a balance between work and personal life, and shares his advice for his younger self to trust himself and have confidence in the future. (00:00) - People aren't being taught how to be entrpreneur's (00:26) - Thank you t...
Mar 28, 2023•50 min•Ep. 14
Sean Dever grew up wanting to be a pilot. Hear how following in his fathers footsteps of becoming an accountant, gave him the opportunity to fulfill his dream. Connect with Sean Dever: Website: https://www.devercpa.com/ LinkedIn: https://www.linkedin.com/in/sean-dever-3275208 Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Mar 15, 2023•41 min•Ep. 13
On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more. (00:00) - HWW 12 - Jeffrey Junek (00:00) - Thank you to Engineered Tax Services (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast (01:26) - Jeffrey Junek joins the show (05:22) - How do you balance your work life and physical health? ...
Feb 28, 2023•48 min•Ep. 12
On this episode Heidi talks to Kreig Mitchell. Kreig is a lawyer, and former IRS employee, who now helps his clients beat the IRS with the best tax strategies picked up from his inside knowledge and time working there. Connect with Kreig Mitchell : https://mitchelltaxlaw.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Feb 15, 2023•47 min•Ep. 11
Heidi talks to Darsi Casey about the importance of having a routine, being a board member on the Alliott Global Alliance, and what's it like being a woman firm owner in a male dominated industry. Connect with Darsi Casey : Linkedin : https://www.linkedin.com/in/darsi-casey-cpa-cfe-mst-b8390529 Firm : https://www.caseyneilon.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Jan 31, 2023•53 min•Ep. 10
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect With David Greenwalt : https://www.linkedin.com/in/david-greenwalt-3bab608 Learn more about Leanness Lifestyle University : https://lluniversity.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Jan 18, 2023•1 hr 1 min•Ep. 9
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect With Nick Aiola : https://www.linkedin.com/in/nicholasaiola Learn more about his firm https://www.aiolacpa.com/ Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Jan 05, 2023•48 min•Ep. 8
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect with Sara Huddleston: https://thegrowthpartnership.com/bios/sara-huddleston/ Email : shuddleston@thegrowthpartnership.com Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Dec 21, 2022•47 min•Ep. 7
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Connect with David Spray : Podcast : https://www.ic-discshow.com/ Company : https://www.exportadvisors.com/ LinkedIn : https://www.linkedin.com/in/dspray Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets Books Recommended : Man's Search For Meaning Atlas Shrugged The Fountainhead The 80/20 Principle https://healthywealthywise.show/...
Dec 06, 2022•58 min•Ep. 6
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ To learn more about The Wild Institute : Visit https://thewildinstitute.com/ Connect With Chris Heeter : Linkedin : https://www.linkedin.com/in/chrisheeter Connect with Heidi Henderson : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Nov 22, 2022•49 min•Ep. 5
This podcast is brought to you by Engineered Tax Services . To learn more go to https://engineeredtaxservices.com/ Learn more about The Burgess Group : https://www.tbgroup.org Connect with Nick : Linkedin : https://www.linkedin.com/in/nick-burgess-51304a53 Connect with Heidi : Linkedin : https://www.linkedin.com/in/heidihendersonets https://healthywealthywise.show/...
Nov 08, 2022•57 min•Ep. 4
